Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠
  • Regional Franchise Advisory Council
  • FINRA Series 24 General Securities Principal
  • FINRA Series 7 & 63 General Securities Representative, Uniform Securities Agent

Education

  • University of Wisconsin - Madison 1995 -- Personal Finance

Interests

  • I have two very active boys, David (21) and Alex (18).
  • I enjoy touring the bike trails around Madison, Wisconsin.
  • I compete in marathons and triathlons.
  • Completed the Ironman race in 2008.

Community participation

  • UW-Madison 403(b) Liaison
  • Wisconsin Public Radio Sponsor
  • Susan G. Komen Race for the Cure
  • Red Cross
  • ScoutMaster for Boy Scout Troop 102
  • Life time member of the Willy Street Coop, Madison, WI
  • Toys for Tots
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work. As a veteran of our nations’ military, I am especially proud of this philanthropic partnership.
  • For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

Awards & recognition

  • Ameriprise Circle of Success, 2004-2021
  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Ameriprise Diamond Ring Club, 2016

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.